+1,852.6%
AXON vs ACWI
+228.2%
+1,624.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.1% | -4.1% |
| 7D | -14.2% | +0.5% | -14.7% | -14.6% |
| 30D | -15.4% | +0.9% | -16.3% | -16.0% |
| 3M | +0.5% | +2.4% | -1.9% | -2.2% |
| 6M | -9.5% | +12.4% | -21.9% | -21.5% |
| YTD | -9.2% | +15.2% | -24.4% | -23.4% |
| 1Y | -29.4% | +22.7% | -52.1% | -44.8% |
| 3Y | +139.4% | +75.8% | +63.6% | +21.0% |
| 5Y | +178.9% | +67.7% | +111.2% | +51.8% |
| All | +1,852.6% | +228.2% | +1,624.3% | +448.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ACWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling